Internationally:
1. Moody's: US households are spending an average of $450 more per month on energy.
2. DataTrek: The S&P 500 has seen a "double-sigma" level rise, making quick profits unlikely in the future.
3. Goldman Sachs: Oil prices face two-way risks, with weak demand and Middle East supply losses vying for dominance.
4. Goldman Sachs: Storage market supply shortages will continue until 2028.
5. Barclays: Still believes there are upside risks to its 2026 Brent crude oil price forecast of $100/barrel.
Domestically:
1. CICC: Domestic tungsten prices are expected to stabilize and rebound after a short-term sharp drop, highlighting the continued investment value of global tungsten industry leaders.
2. CICC: Real estate companies may see a full recovery in their fundamentals around 2028.
3. Shenwan Macro: The US-Iran Memorandum of Understanding ≠ a full reopening of the Taiwan Strait.
4. CITIC Securities: Strongly bullish on Tesla's robotics and supply chain companies. 5. CITIC Securities: The dovish sentiment within the Federal Reserve has weakened significantly.
6. CITIC Securities: Current AI and technology trading, while reaching its peak, has not yet reached its extreme.
7. Founder Securities: The AI theme continues to unfold, while also considering opportunities to position for HALO assets on the left side.
8. China Merchants Securities: High-end electronic fabric prices are expected to have significant upside potential.
9. Guojin Securities: During market volatility, the numerator (indicators) remains a focus.
10. BOC Securities: Funds are rebalancing between high-congested sectors and low-certainty sectors.
11. Guotai Haitong: Maintains an "Overweight" rating on overseas AI computing power and application industry chains.
12. Huatai Securities: Domestic electrification rates continue to rise, and sectors such as lithium batteries and energy storage are expected to benefit.
